What makes Alpha Financial Advisors different from other advisory firms?
- We treat all of our clients in the spirit of friendship. We do not have any hidden agendas or motives, nor do we utilize heavy-handed sales techniques. We genuinely care about our clients and go to great lengths to provide the utmost in personalized service. We’ll make house calls, phone calls on a client’s behalf, and strive to become an integral part of our clients’ financial lives. Our relationship with our clients often spans generations.
- Our unique and customized quarterly report provides a simple yet extremely precise reflection of performance.
- Our only source of compensation is in the form of fees from our clients. Our fee is comprehensive and derived solely from a percentage of assets under management. We do not receive commissions from product sales or recommendations, nor do we receive any income from referral fees. Further, we do not pay anyone to provide us with lists of prospective clients. This ensures our advice is free from bias and purely in the best interest of the client.
Do you have a minimum?
Our clients typically have $500,000 or more in assets they wish to have professionally managed.
How do I become an Alpha client?
Call or email us. We’ll schedule a one hour complimentary consultation for qualified clients to discuss how we can help and if our services are right for you.
What is your fee?
Our fee ranges from .55 up to 1.5 percent for our comprehensive services, depending on the size of the account. It is very important to note unlike many other fee-only advisors, we do not charge additional fees for financial plans, reports or analyses. When we say comprehensive, we mean comprehensive.
How do I…?
Contact us for anything. We are here to help.
What do I bring to my first meeting with you?
The following list is a guideline. Any documentation you provide facilitates the discussion. Don’t fret if you are missing documents, the most important thing is coming in to meet us and taking the first step in achieving your financial goals.
- Most recent account statement from any investment, savings or checking accounts you currently maintain. Actual statements are preferred.
- Current income tax return or earnings statement.
- Real estate accounting of fair market values and loans against any property.
- Terms and interest rates of current loans.
- Insurance policies for life, disability and long term care.
- Estate planning documents such as wills, trusts and related documents.
- Balance sheets, income and expense records, hand ledgers or Quicken reports.